iShares Future AI & Tech ETFARTYETF

13F holders, Q2 2025 (June 30)
235holders +21
40new positions
20sold out
2famous investors
$40.96avg. 13F price*

At the end of Q2 2025, 235 institutions reported holding iShares Future AI & Tech ETF (ARTY) in their 13F filings, up 21 from Q1 2025. 40 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($52.5M), Wharton Business Group, LLC ($39.6M) and Bank of America Corp. ($34.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares Future AI & Tech ETF
CUSIP
46435U556
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 158Q1 2024Q2 2024: 173Q2 2024Q3 2024: 167Q3 2024Q4 2024: 181Q4 2024Q1 2025: 214Q1 2025Q2 2025: 235Q2 2025Q3 2025: 279Q3 2025Q4 2025: 318Q4 2025Q1 2026: 326Q1 2026Q2 2026: 403Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions40$15.8M
Exits20$18.8M

All 13F filers, Q1 2025 → Q2 2025: 2,055,849 shares bought and 1,218,511 shares sold, net +837,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Morgan Stanley 0.00% Add +28.6% 1,280,336 $52.5M
Wharton Business Group, LLC 1.67% Add +13.4% 966,302 $39.6M
Bank of America Corp. 0.00% Add +26.1% 850,544 $34.9M
Ameriprise Financial Inc. 0.01% Add +109.5% 715,518 $29.3M
LPL Financial LLC 0.01% Reduce -15.5% 543,679 $22.3M
TD Waterhouse Canada Inc. 0.09% Add +0.8% 314,996 $12.7M
UBS Group AG 0.00% Reduce -20.0% 293,087 $12.0M
Osaic Holdings, Inc. 0.02% Add +111.3% 230,740 $9.3M
Raymond James Financial Inc. 0.00% Add +71.7% 215,591 $8.8M
Jones Financial Companies LLLP 0.00% Add +35.8% 149,818 $6.1M
Royal Bank of Canada 0.00% Add +9.7% 143,082 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +566.4% 142,775 $5.9M
Trek Financial, LLC 0.34% Add +21.9% 124,878 $5.1M
Wealthcare Advisory Partners LLC 0.10% Add +12.6% 108,011 $4.4M
Rockefeller Capital Management L.P. 0.01% Add +1.6% 107,227 $4.4M
LRI Investments, LLC 0.34% Add +3.9% 97,797 $4.0M
Commonwealth Equity Services, LLC 0.01% Reduce -16.1% 95,032 $3.9M
BostonPremier Wealth LLC 2.06% New 90,563 $3.7M
Private Advisor Group, LLC 0.02% New 90,407 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +86.1% 88,504 $3.7M
Cetera Investment Advisers 0.01% Reduce -0.4% 88,977 $3.6M
Citadel Advisors 0.00% Add +189.3% 84,858 $3.5M
5th Street Advisors, LLC 1.53% Reduce -2.4% 75,132 $3.1M
Creative Planning 0.00% Add +0.3% 67,888 $2.8M
Kestra Advisory Services, LLC 0.01% Add +73.5% 63,336 $2.6M
Jane Street Group, LLC 0.00% Add +21.0% 56,879 $2.3M
Citigroup Inc. 0.00% Add +5.4% 56,042 $2.3M
Cora Capital Advisors LLC 0.98% Reduce -5.6% 53,558 $2.2M
MML Investors Services, LLC 0.01% Reduce -7.1% 48,347 $2.0M
Arkadios Wealth Advisors 0.06% Reduce -81.6% 44,860 $1.8M
Assetmark, Inc. 0.00% Add +73.3% 44,747 $1.8M
Intrua Financial, LLC 0.25% Add +2.6% 41,685 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -66.2% 40,059 $1.6M
Brookstone Capital Management 0.02% Add +17.8% 39,246 $1.6M
Strategic Advocates LLC 0.48% Add +5.6% 39,031 $1.6M
Ardent Capital Management, Inc. 0.75% Reduce -1.1% 38,329 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -4.1% 37,245 $1.5M
Independent Financial Group, LLC 0.04% Add +351.4% 36,980 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -15.6% 33,265 $1.4M
Cwm, LLC 0.00% Add +3.9% 32,979 $1.4M
AE Wealth Management LLC 0.01% Add +4.1% 32,819 $1.3M
Amplius Wealth Advisors, LLC 0.12% Add +41.7% 31,126 $1.3M
Waddell & Associates, LLC 0.13% No change 30,735 $1.3M
Stifel Financial Corp. 0.00% Reduce -42.3% 30,221 $1.2M
One Wealth Map LLC 0.66% Add +6.7% 28,568 $1.2M
Cascade Investment Group, Inc. 0.83% Add +0.9% 28,902 $1.2M
Mariner, LLC 0.00% Add +12.0% 28,394 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -6.6% 26,929 $1.1M
GWN Securities Inc. 0.20% Add +10.2% 26,808 $1.1M
Hudock, Inc. 0.18% Add +10.5% 26,792 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.8% 25,926 $1.1M
Phoenix Wealth Advisors 0.40% Reduce -1.3% 23,398 $959K
Copperleaf Capital, LLC 0.48% Reduce -0.8% 23,350 $957K
Cerity Partners LLC 0.00% Add +2.3% 22,418 $919K
Goldstone Financial Group, LLC 0.11% Add +18.0% 20,158 $833K
Cladis Investment Advisory, LLC 0.52% Add +23.9% 20,255 $830K
IFP Advisors, Inc 0.02% Add +1179.5% 20,178 $827K
Atlas Private Wealth Advisors 0.11% No change 19,940 $818K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +1.2% 18,636 $764K
Stephen J. Garry & Associates, LLC 0.65% New 18,415 $755K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.0% 17,087 $701K
Peapack Gladstone Financial Corp. 0.01% No change 17,000 $697K
CX Institutional 0.02% Add +58.5% 16,925 $694K
Plan A Wealth LLC 0.39% Reduce -60.7% 16,721 $686K
CW Advisors, LLC 0.01% New 16,532 $678K
Gemmer Asset Management LLC 0.06% Add +148.3% 16,014 $657K
Captrust Financial Advisors 0.00% New 15,973 $655K
Corient Private Wealth LP 0.00% Reduce -12.8% 15,768 $647K
Cibc World Market Inc. 0.00% Add +4.9% 15,740 $645K
Moran Wealth Management, LLC 0.02% Add +90.5% 15,507 $636K
HSBC Holdings PLC 0.00% New 15,500 $636K
Sanctuary Advisors, LLC 0.00% Add +6.4% 15,415 $632K
Consolidated Portfolio Review Corp 0.08% Add +2.2% 14,561 $597K
Steward Partners Investment Advisory, LLC 0.00% Add +64.7% 14,441 $592K
Glass Jacobson Investment Advisors llc 0.23% Add +13.5% 14,367 $589K
HighTower Advisors, LLC 0.00% Reduce -2.2% 13,931 $571K
Community Bank, N.A. 0.07% No change 13,000 $533K
Matisse Capital 0.25% Reduce -2.5% 12,961 $531K
PFG Advisors 0.02% Reduce -15.2% 12,849 $527K
Fiduciary Financial Group, LLC 0.09% Add +21.7% 12,335 $499K
Insigneo Advisory Services, LLC 0.04% Reduce -56.2% 12,107 $496K
Financial Engines Advisors L.L.C. 0.00% Add +0.4% 12,092 $496K
WCG Wealth Advisors LLC 0.03% Reduce -0.2% 11,908 $488K
GTS Securities LLC 0.02% Reduce -59.2% 11,168 $458K
Family Office Research LLC 0.20% No change 10,356 $425K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 10,000 $410K
World Investment Advisors 0.01% Reduce -3.7% 9,752 $400K
Brighton Jones LLC 0.01% New 9,731 $399K
Berbice Capital Management LLC 0.27% New 9,354 $384K
Cresset Asset Management, LLC 0.00% Add +8.2% 8,916 $366K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.3% 8,812 $361K
First Horizon Advisors, Inc. 0.01% No change 8,655 $355K
Quadrature Capital Ltd 0.01% New 8,634 $354K
Great Valley Advisor Group, Inc. 0.01% New 8,591 $352K
Avantax Advisory Services, Inc. 0.00% Reduce -10.2% 8,380 $344K
Jefferies Financial Group Inc. 0.01% Add +24.4% 8,249 $338K
HB Wealth Management, LLC 0.00% Reduce -16.7% 7,920 $325K
Rothschild Investment LLC 0.02% No change 7,771 $319K
J.W. Cole Advisors, Inc. 0.01% New 7,718 $316K
Farther Finance Advisors, LLC 0.01% Add +1.6% 7,658 $314K

"% of holder's portfolio" is ARTY's weight in each manager's 13F, not the share of iShares Future AI & Tech ETF the manager owns.

Show all 235 holders